IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
-$755M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.2M
3
+$6.87M
4
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$5.84M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$5.48M

Top Sells

1
+$25.4M
2
+$21.1M
3
+$17.4M
4
T icon
AT&T
T
+$15.6M
5
XOM icon
Exxon Mobil
XOM
+$13.9M

Sector Composition

1 Technology 5.95%
2 Financials 4.52%
3 Consumer Discretionary 4.29%
4 Communication Services 3.18%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$94K 0.01%
643
-635
677
$93K 0.01%
1,316
-4,681
678
$93K 0.01%
3,061
+2,915
679
$93K 0.01%
5,462
-11,319
680
$93K 0.01%
+342
681
$92K 0.01%
2,042
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682
$92K 0.01%
2,448
-4,720
683
$91K 0.01%
2,391
-2,124
684
$91K 0.01%
3,274
-15,866
685
$91K 0.01%
1,700
+1,415
686
$91K 0.01%
1,876
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687
$91K 0.01%
16,366
-43,082
688
$91K 0.01%
+3,430
689
$90K 0.01%
2,700
-1,223
690
$90K 0.01%
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693
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2,230
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$89K 0.01%
2,000
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695
$88K 0.01%
2,206
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696
$88K 0.01%
520
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697
$88K 0.01%
2,116
-1,962
698
$88K 0.01%
1,636
-3,700
699
$88K 0.01%
1,429
-1,198
700
$87K 0.01%
401
-1,183
26 27
28
29 30